See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,325 | $180,449-91.0% | $154,107-89.4% | $135,375-87.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,316 | $6,035-61.6% | $5,298-56.3% | $4,779-51.5% |
| Participant deferral / active EE | $7,967 | $5,806+37.2% | $5,081+56.8% | $5,609+42.0% |
| Admin fee / account holder | $68 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |